Christopher States Email & Phone Number

United States

Kansas City, Missouri, Us

1. Leads the insurance, claims, and finance functions for the Risk Management division.2. Successfully implemented a new TPA relationship that resulted in ~48% reduction of legacy work comp claims within two years. 3. Successfully consolidated the global insurance program functions leading to effective year-over-year premium spend within budget (with a reduction in spend) without material or substantial changes to insurance cover across Hallmark's domestic and international insurance program for all commercial lines of insurance.4. Leads the claims and insurance response for a number of general liability, auto, worker's comp, and specialty lines of coverage.5. Completed Hallmark's first actuarial review of all North American work comp claims within first year of management position and implemented a quarterly process that tracks claim reserve liability(ies) and posts them to ensure the 'books' have an updated reserve in place.6. Calculates, prepares, and disseminates all forecasts and strategic plans related to claims and insurance spend to all of Hallmark's operating companies and all layers of management within those companies.7. Automated and streamlined a number of Risk Management AP, claim, and insurance premium allocation methodologies.8. Maintains insurance broker, carrier, and TPA relationships on behalf of Hallmark and its operating companies.

Kansas City, Missouri, Us

1. Collect insurance renewal information and coordinate insurance renewal operations with insurance broker for successful policy placement for all 15 commercial lines of insurance for all of Hallmark's operating companies.2. Manage and execute all filing obligations for self-insured and monopolistic work comp reporting.3. Calculate, prepare, and disseminate claim reserve liability reports to all levels of management of Hallmark's operating companies.4. Communicate insurance and claims operational results and renewals to senior and executive leadership.5. Led the implementation of several automated solutions and process improvements that immediately improved the reliability of data sets required for all insurance renewal submissions.6. Execute all financial deliverables for the Risk Management division (e.g. forecasts, strategic plans, AP, liability calculations, and operational analysis of insurance renewals).

Chicago, Illinois, Us

1. Prepare, review, explain, and disseminate variance analysis related to operating expenses and capital expenditures to executive leadership and other business unit leaders of the organization. Additionally, presented financial results in quarterly business reviews across all business lines.2. Manage the corporate insurance program (including any due diligence activities as the result of any merger and acquisition activity(ies).3. Participate in the organization's enterprise risk management committee to periodically discuss and address any current/future risks facing the organization.

Chicago, Illinois, Us

1. Conduct focused investigations of trading activities on Cboe Global Markets, Inc's US Options Exchanges to detect possible violations of Exchange Rules, By-Laws, and SEC rules and regulations, or other improper activities.2. Maintain a thorough understanding of Cboe Global Markets, Inc's US Options Exchange's trading and regulatory environments, as well as the broader securities industry, in areas such as markets, products (including derivatives), relevant rules, regulations, technologies, systems, processes, operational methodologies, and investigative techniques.3. Analyze situations to identify issues involved and types of evidence (data and information) necessary to make a determination regarding whether the trading activity in question was violative or otherwise improper. Perform thorough research and collection of evidence and fact-finding.4. As necessary, review, analyze, and evaluate firm-level controls to ensure proper procedures are established related to risk, operations, and compliance with the rules of Cboe Global Markets, Inc's Exchanges.5. Prepare investigative reports detailing findings in a clear, cohesive manner supported by factual evidence and analysis. Utilize the Division guidelines for style and form; present work that is complete with minimal revisions.

1. Manage, reconcile, and disseminate cash activity for multiple fund accounts.2. Review/Approve Quarterly NAV calculations, general ledger, trial balances, preparation of investor statements of capital, ending account balances, and assist in preparation of financial statements.3. Review of investor ownership allocations in the suite of private funds.4. Preparation and coordination of capital calls and distributions for private funds.5. Manage expense payments for multiple fund accounts.6. Assist in the settlement of trades through coordination of investment team and fund administrator.7. Maintain reconciliations for income accruals from direct originated bonds, preferred securities, cost basis of investments, and return of capital (ROC) adjustments.8. Prepare roll forwards, proofs, reviews of financial reports for audit and fiscal year close-out processes. Additionally, provide updates to the General Partners of the funds.9. Navigate Limited Partnership Agreements for multiple funds.

Boston, Massachusetts, Us

1. Daily review of mutual fund accounting postings to the general ledger2. Proactively share and promote new ideas to support process improvements and changes to drive innovation and enhance current processes.3. Participate in daily NAV production of complex mutual funds and reviews of percent movements in calculated NAVs of mutual funds under oversight.4. Monitoring/review of expense and performance fee postings for multiple mutual funds.5. Daily reconciliation of subscription and redemption of shares for mutual funds under oversight. Including reviews of purchases/sales of financial assets, corporate actions, and other activities related to mutual funds under assigned oversight.6. Document/Review Standard Operating Procedures as new situations occur in funds.7. Collaborate with all internal teams necessary to resolve complex issues for funds.8. Estimate personnel needs, assign work, and coordinate workflows of various team members.9. Respond to inquiries from clients and other internal teams.

Boston, Massachusetts, Us

1. Performing and overseeing employees processing trades, booking receipts, and disbursements for portfolios consisting of syndicated loans.2. Maintain listing of fund elections for various portfolios, and perform reviews and analysis of rate spreads and margins.3. Setup new loan assets in the internal information system database and maintain reconciliations between cash and positions of trades on accounting and custody books.4. Provide transaction reconciliation support for private debt funds.5. Receive/transfer funds, provide processing, custodian banking, and back-office services for portfolios with syndicated loan assets.6. Calculate and process fund and account activities e/g/ supporting NAV cash movements, distributions, corporate actions, processed transactions, and prepare daily roll forward proof of holdings and accrual information.7. Maintain knowledge of current alternative procedures and processes.8. Provide support and maintain communication with clients regarding syndicated loan portfolio transactions.

Boston, Massachusetts, Us

1. Conduct core and complex securities and mutual fund pricing operations in accordance with established procedures on various mutual funds and ETFs.2. Maintain appropriate pricing documentation and pricing reference material that details the history of applied prices to various mutual funds under oversight.3. Review daily financial asset purchase and sales reports, client trading activity, and portfolio holdings reports to ensure all new financial asset purchases and sales are accounted for and included in the daily securities valuation pricing processes.4. Train new staff on basic principles of valuation processes.5. Identify and report all risk, compliance issues, breaches, and suspicious activities.6. Interact with internal derivatives team, investment fund accounting team, corporate action processing team, and external clients to provide comprehensive support surrounding complex investments.7. Perform approved swing pricing and pricing evaluations on complex mutual fund portfolios containing multiple asset classes.8. Reconcile market pricing data sources (e.g. Reuters Eikon, Bloomberg Terminal, and ICE) and data feeds to ensure accurate pricing of multiple asset classes(Options, CFDs, Futures, Institutional Swaps, Fixed-Income, ETFs, and Equities).9. Responsible for daily and monthly reviews, production, and distribution of securities pricing reports.

Master Of Business Administration - Mba, Management Accounting

Bachelor Of Business Administration - Bba, Business Analysis